Krilogy Financial’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Krilogy Financial’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.3M	Buy	646,124 +33,638	+5%	+$1.42M	0.81%	29
2026 Q1	$26M	Buy	612,486 +19,138	+3%	+$817K	0.84%	30
2025 Q4	$25.3M	Buy	593,348 +34,707	+6%	+$1.49M	0.86%	29
2025 Q3	$23.9M	Buy	558,641 +89,900	+19%	+$3.81M	0.9%	26
2025 Q2	$19.8M	Buy	468,741 +3,588	+0.8%	+$150K	1.14%	25
2025 Q1	$19.6M	Buy	465,153 +28,662	+7%	+$1.19M	1.27%	24
2024 Q4	$18M	Buy	436,491 +52,163	+14%	+$2.2M	1.2%	26
2024 Q3	$16.6M	Buy	384,328 +8,882	+2%	+$379K	1.14%	25
2024 Q2	$15.6M	Buy	375,446 +64,730	+21%	+$2.68M	1.15%	23
2024 Q1	$13M	Buy	310,716 +20,614	+7%	+$865K	1%	23
2023 Q4	$12.3M	Buy	290,102 +29,121	+11%	+$1.19M	1.05%	25
2023 Q3	$10.5M	Buy	260,981 +3,567	+1%	+$147K	0.96%	22
2023 Q2	$10.7M	Buy	257,414 +23,759	+10%	+$1M	0.97%	25
2023 Q1	$9.93M	Buy	233,655 +95,300	+69%	+$4.03M	0.83%	29
2022 Q4	$5.74M	Buy	138,355 +114,579	+482%	+$4.74M	0.55%	35
2022 Q3	$973K	Buy	23,776 +4,568	+24%	+$198K	0.12%	125
2022 Q2	$838K	Buy	19,208 +3,774	+24%	+$167K	0.1%	145
2022 Q1	$716K	Buy	+15,434	New	+$741K	0.07%	162

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Krilogy Financial's DFCF Position: Q2 2026 in Review

Krilogy Financial increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.5% in Q2 2026, buying an estimated $1.42M and bringing the position to 646,124 shares worth $27.3M. The position accounts for 0.81% of the portfolio, ranked #29.

Krilogy Financial first reported a position in DFCF in Q1 2022 and has held it in 18 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Krilogy Financial held 646,124 shares of Dimensional Core Fixed Income ETF worth $27.3M as of Q2 2026.
Krilogy Financial bought 33,638 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.42M.
Dimensional Core Fixed Income ETF made up 0.81% of Krilogy Financial's portfolio in Q2 2026, its #29 holding.
Krilogy Financial first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.